Sell-Side Advisory Services: A Savvy Way to Excel in the ESOP Market

BVResearch Pro
Training Event Transcripts
December 12, 2016
Brian Bornino, CPA/ABV, CFA, CBA
Tracy Woolsey, QKA

Summary

Sell-side advisory services is the most savvy way to crack into employee stock ownership plans (ESOPs), and, as a unique ownership transition strategy, there are many tax, financial, and business advantages to consider. Despite these advantages, most valuation practices are not equipped to participate in the ESOP market. Experts Brian Bornino and Tracy Woolsey use case studies and share practical experience that will allow you to assist your clients with the evaluation and execution of ESOP transactions. Gain insight into how ESOPs work for the selling shareholders, the company, management, and employees and a new appreciation for the impact sell-side ESOP expertise can have on your practice.
Sell-Side Advisory Services: A Savvy Way to Excel in the ESOP Market:
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